Business Formation Questionnaire.

I will use all this information to prepare your documents.

Client Information

First Name

Last Name

Phone

(###)

###

####

Client Information (optional)

First Name

Last Name

Phone

(###)

###

####

Business Name Choices

First Choice

Second Choice

I/we have consulted with our CPA and wish to form:

Limited Liability Company (LLC)

C-Corporation

S-Corporation

I'm still not sure

Please state the primary activities and purpose of your business.

Business Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Mailing Address (if different)

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

For LLC's

Single Member Managed

Multiple Member Managed

Manager Managed

I'm not sure

For LLC's: Member/Manager Information

Please list all Member/Manager and titles

For C-Corps and S-Corps

Please list all officer names and their titles (ex: Jenna Cohen, Secretary)

For C-Corps and S-Corps: Number of Directors

For C-Corps and S-Corps: How many shares of stock to be issued?

Please list names of Shareholders and their percentage of ownership/number of shares to be issued.

Agent for Service of Process

First Name

Last Name

Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

How did you hear about me?

I’ll need your social security number for the Tax ID number, but I can call you for that.

Please also text my cell (805-410-0395) or email me a copy of your Drivers’ License for the BOI Report with FinCen.